See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,394 | $167,307-52.5% | $143,757-44.8% | $134,475-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.29% | 0.46%-33.7pp | -0.04%-33.2pp | 417.96%-451.3pp |
| Employer contribution / active EE | $2,755 | $5,619-51.0% | $4,951-44.3% | $4,740-41.9% |
| Participant deferral / active EE | $7,691 | $6,446+19.3% | $5,637+36.4% | $6,400+20.2% |
| Admin fee / account holder | $30,712 | $18,088+69.8% | $14,673+109.3% | $11,426+168.8% |